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133 hedge funds and large institutions have $880M invested in CBIZ in 2018 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 37 increasing their positions, 55 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more capital invested

Capital invested by funds: $738M → $880M (+$142M)

0.55% more ownership

Funds ownership: 87.09%87.65% (+0.55%)

4% less funds holding

Funds holding: 139133 (-6)

25% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 20

33% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 55

Holders
133
Holders Change
-6
Holders Change %
-4.32%
% of All Funds
3.05%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
15
Increased
37
Reduced
55
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCIM
26
TIAA CREF Investment Management
New York
$6.93M +$313K +18,020 +5%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$6.86M -$103K -5,927 -2%
BCM
28
Bridgeway Capital Management
Texas
$6.62M -$13K -750 -0.2%
Wells Fargo
29
Wells Fargo
California
$5.59M -$414K -23,793 -7%
Goldman Sachs
30
Goldman Sachs
New York
$4.91M -$656K -37,715 -12%
Boston Partners
31
Boston Partners
Massachusetts
$4.6M -$283K -16,280 -6%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$4.5M -$540K -31,059 -11%
Millennium Management
33
Millennium Management
New York
$4.25M +$1.93M +111,215 +91%
HAI
34
Hennessy Advisors Inc
California
$4.03M +$3.84M +221,000 New
Allianz Asset Management
35
Allianz Asset Management
Germany
$3.71M +$373K +21,442 +12%
Morgan Stanley
36
Morgan Stanley
New York
$3.61M -$1.85M -106,357 -35%
MAM
37
Martingale Asset Management
Massachusetts
$3.58M -$136K -7,800 -4%
DGHMC
38
Dalton, Greiner, Hartman, Maher & Co
New York
$3.42M -$2.52M -144,628 -44%
KCM
39
Kennedy Capital Management
Missouri
$3.12M +$2.21M +126,976 +288%
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$3.07M -$367K -21,091 -11%
USAA
41
United Services Automobile Association
Texas
$2.85M +$480K +27,614 +22%
SAM
42
Shell Asset Management
Netherlands
$2.33M
PPA
43
Parametric Portfolio Associates
Washington
$2.21M +$178K +10,223 +9%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$2M +$368K +21,178 +24%
IA
45
IndexIQ Advisors
New York
$1.99M +$92.5K +5,319 +5%
RHJA
46
Rice Hall James & Associates
California
$1.93M -$1.43M -82,180 -44%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$1.88M +$986K +56,664 +122%
TA
48
Teachers Advisors
New York
$1.78M -$395K -22,696 -19%
AllianceBernstein
49
AllianceBernstein
Tennessee
$1.67M -$33.1K -1,900 -2%
Swiss National Bank
50
Swiss National Bank
Switzerland
$1.65M +$29.6K +1,700 +2%